3 - 6 years
12 - 16 Lacs
Mumbai
Posted:2 months ago|
Platform:
Work from Office
Full Time
A Senior Analyst in Wealth Management Operations manages complex financial transactions, reconciliations, and data processing. They also oversee compliance and reporting, ensuring seamless support for the wealth management process and improving operational workflows. Key Responsibilities and Duties Process Management & Operations support: ensure the efficient processing of financial plans and report requests with a high level of accuracy. Quality assurance & Continuous Improvement: Perform Quality checks to identify errors or discrepancies, conduct root cause analysis and work towards reducing the error rate. Training & Onboarding support: Ensure a seamless integration into the team by providing guidance on systems, tools, and workflows. Educational Requirements University (Degree) Preferred Work Experience No Experience Required
Teachers Insurance and Annuity Association of America (TIAA)
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